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Swiss Life Asset Management’s BrightSpring Health Services BTSG Stock Holding History

Swiss Life Asset Management’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$975K Buy
13,980
+1,325
+10% +$73.6K ﹤0.01% 709
2026
Q1 		$539K Buy
12,655
+3,106
+33% +$125K ﹤0.01% 836
2025
Q4 		$358K Buy
+9,549
New +$320K ﹤0.01% 939

Other funds holding BTSG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Swiss Life Asset Management's BTSG Position: Q2 2026 in Review

Swiss Life Asset Management increased its BrightSpring Health Services (BTSG) stake by 10% in Q2 2026, buying an estimated $73.6K and bringing the position to 13,980 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Swiss Life Asset Management first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 313 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Swiss Life Asset Management held 13,980 shares of BrightSpring Health Services worth $975K as of Q2 2026.
  • Swiss Life Asset Management bought 1,325 BrightSpring Health Services shares in Q2 2026, an estimated $73.6K.
  • BrightSpring Health Services made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #709 holding.
  • Swiss Life Asset Management first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 313 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.